Investment pioneer Samer Choucair emphasized that the record results achieved by Taiwan Semiconductor Manufacturing Company (TSMC) for the year 2026 represent conclusive proof that the world is not undergoing a passing crisis, but is witnessing a radical redistribution of global economic power.
Samer Choucair explained that the Taiwanese company’s resilience in the face of escalating geopolitical tensions in the Middle East and the raising of its annual growth forecasts reflect the transformation of Artificial Intelligence from a mere technical product into a fundamental infrastructure for the global economy.
Exceptional Figures Driving the AI Revolution
Samer Choucair pointed out that TSMC, the primary supplier to Nvidia and Apple, achieved a leap in profits for the first quarter of 2026 by 58% to reach $18 billion, with revenue growth of 35% amounting to approximately $36 billion.
Despite supply chain disruptions and energy costs, the company raised its total revenue growth forecasts for the current year to more than 30%, with a massive capital expenditure budget ranging between $52 and $56 billion.
Samer Choucair believes that this resilience is due to the massive demand for advanced AI chips (3nm and 5nm), asserting that computing power has become a sovereign competitive advantage, and that whoever owns advanced chips owns the future.
Vision 2030: The Gulf at the Heart of Digital Transformation
Investment pioneer Samer Choucair analyzed the strategic importance of these transformations for the Kingdom of Saudi Arabia and the Gulf states under the umbrella of Vision 2030, explaining that the Public Investment Fund (PIF) is not only investing in traditional assets but is building an integrated digital economy. He emphasized that the region possesses unique qualifications that make it eligible for this leap, most notably:
-
Availability of low-cost energy: A crucial advantage for data centers.
-
Rapid and deliberate expansion: In the renewable energy sector.
-
Strategic geographical location: Linking three continents.
-
Legislative reforms: Enhancing the attractiveness for foreign capital.
Samer Choucair stated in this context: “Vision 2030 has placed the Kingdom in an advanced position to benefit from this revolution. Diversification away from oil toward the digital economy requires global partnerships in the field of chips and AI, especially with the rising demand for data centers powered by clean energy.”
Investment Opportunities Roadmap in 2026
Samer Choucair identified four strategic paths for investors in the region:
-
Data Centers: Transforming Saudi Arabia into a regional hub for cloud computing (AWS Middle East) thanks to energy sustainability.
-
Semiconductor Supply Chains: Focusing on chip design, raw materials, and specialized logistics services.
-
Attracting Global Investments: Attracting major companies like TSMC and its competitors through Special Economic Zone incentives.
-
Building Smart Portfolios: Choucair advises a balanced strategy between technology, energy as a geopolitical hedge, gold for inflation protection, and digital assets for high growth.
An Investment Vision Far from Superficial “Trends”
Samer Choucair issued a warning to investors against being deceived by superficial trends, stressing that real profits lie in the “infrastructure layer” which includes chips and computing.
He explained that chips today are what oil represented in the 1970s, and that Artificial Intelligence is an entire economy, not a standalone sector.
Investment pioneer Samer Choucair concluded his statements by saying: “Opportunities are made in times of challenge. What TSMC is doing today is not just a defiance of geopolitics, but a redefinition of where value is created in the world. Investing in Saudi Arabia today requires a long-term vision, and whoever invests in technology and innovation will harvest tomorrow the fruits of leadership in the new economy.”